MFS
Madrona Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
34,683
-2,386
| -6% | -$307K | 1.07% | 23 |
|
|
2025
Q1 | $4.31M | Sell |
37,069
-7,372
| -17% | -$858K | 1.19% | 23 |
|
|
2024
Q4 | $5.22M | Sell |
44,441
-2,161
| -5% | -$254K | 1.42% | 18 |
|
|
2024
Q3 | $5.57M | Sell |
46,602
-945
| -2% | -$113K | 1.55% | 19 |
|
|
2024
Q2 | $5.34M | Sell |
47,547
-1,074
| -2% | -$121K | 1.64% | 17 |
|
|
2024
Q1 | $5.35M | Sell |
48,621
-802
| -2% | -$88.3K | 1.86% | 16 |
|
|
2023
Q4 | $5.03M | Sell |
49,423
-30,248
| -38% | -$3.08M | 1.98% | 13 |
|
|
2023
Q3 | $7.36M | Sell |
79,671
-176,387
| -69% | -$16.3M | 3.36% | 7 |
|
|
2023
Q2 | $24.6M | Sell |
256,058
-27,964
| -10% | -$2.68M | 12.01% | 1 |
|
|
2023
Q1 | $25.9M | Sell |
284,022
-19,874
| -7% | -$1.81M | 13.89% | 1 |
|
|
2022
Q4 | $25.8M | Buy |
303,896
+3,073
| +1% | +$261K | 14.76% | 1 |
|
|
2022
Q3 | $23.4M | Buy |
300,823
+3,860
| +1% | +$300K | 14.46% | 1 |
|
|
2022
Q2 | $24.9M | Sell |
296,963
-19,480
| -6% | -$1.63M | 14.59% | 1 |
|
|
2022
Q1 | $31.3M | Sell |
316,443
-166,693
| -35% | -$16.5M | 15.35% | 1 |
|
|
2021
Q4 | $51.1M | Buy |
483,136
+6,455
| +1% | +$683K | 21.6% | 1 |
|
|
2021
Q3 | $47.6M | Buy |
476,681
+6,043
| +1% | +$604K | 22.6% | 1 |
|
|
2021
Q2 | $47.6M | Sell |
470,638
-913
| -0.2% | -$92.4K | 24.46% | 1 |
|
|
2021
Q1 | $44.9M | Buy |
471,551
+17,116
| +4% | +$1.63M | 23.02% | 1 |
|
|
2020
Q4 | $41.2M | Sell |
454,435
-760
| -0.2% | -$68.9K | 23.02% | 1 |
|
|
2020
Q3 | $36.4M | Buy |
455,195
+3,829
| +0.8% | +$306K | 22.83% | 1 |
|
|
2020
Q2 | $33.3M | Buy |
451,366
+12,781
| +3% | +$942K | 23% | 1 |
|
|
2020
Q1 | $27.4M | Buy |
+438,585
| New | +$27.4M | 22.78% | 1 |
|